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Technology Stocks : Vari-L (VARL) -- Ignore unavailable to you. Want to Upgrade?

To: iknowlarry who wrote (901)	4/7/1999 11:59:00 PM
From: Ken W	Read Replies (1) \| Respond to of 2702

Short? I'd bet on it. Why would you claim to be "stuck" in the stock in the 14's and then bash the stock on an move up, thus limiting your chances of regaining your losses. Does not make any sense to me. If nothing else do some TA on the stock....The buy signals are going off all over the place. 10x normal volume and a 24% move is more than just a slight pop from some mention in Barron's or elsewhere. The gap up this morning is an indication that the MM's are lacking shares in their inventory and needed some sellers to build their base. Just cover the position and go long. Ken

To: iknowlarry who wrote (901)	4/8/1999 7:12:00 AM
From: Labrador	Read Replies (1) \| Respond to of 2702

Hi Larry; From your posts, it does sound like you really do not know the Company's financial operations or manufacturing capabilities. Did you read the 10-K and see that the Company is building automated mfg capabilities to increase production by 4-5 times. If this holds true, why would you think that revenues would only increase by 10%. What about the year 2000, when production facilities are up and running. You did not comment back on my post challenging you on the profit margins. If the production increases holds true, with a margin of 50+%, why would you state that income may only rise by 10%. I would suggest that you pull the public filings and read/study them -- then post your questions and concerns and maybe they will be answered. Also, when you read the sections on the company's products, think about who uses these products (look at who their customers are). Take a look at their customers' businesses with respect to the use of the VARL's products and the potential for increased orders. We will answer your questions as best as we can. But you do need to perform a little due diligence on your investment.

To: iknowlarry who wrote (901)	4/8/1999 11:20:00 AM
From: Robert Sheldon	Read Replies (1) \| Respond to of 2702

If revenue / net income increase 10% this year the stock price still will be about 6 or 7 REALLY!? Are you saying that each dollar brought to the top line translates proportionally to the bottom line? How do you find a valuation of "6 or 7"? Please quantify. By the way the company should grow revenues from approximately $18MM in 1998 to at least $22.4MM in 1999 – about a 24% increase. OH! This increase really does not include much in the way of consumer products (handsets). BY THE WAY . . . the market for handset VCOs in 2000 should be in the neighborhood of 440 million pieces. (two VCOs per handset, 220 million handsets expected to be sold in 2000) Gosh, even at a couple bucks apiece, that adds up to serious money! VARL is a delightful company in the path of the ongoing bandwidth revolution.